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MBO ASSOCIATE 401K PLAN 401k Plan overview

Plan NameMBO ASSOCIATE 401K PLAN
Plan identification number 001

MBO ASSOCIATE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MBO PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:MBO PARTNERS
Employer identification number (EIN):222609042
NAIC Classification:561490

Additional information about MBO PARTNERS

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2004-02-04
Company Identification Number: 0610546
Legal Registered Office Address: 13454 SUNRISE VALLEY DRIVE

HERNDON
United States of America (USA)
20171

More information about MBO PARTNERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MBO ASSOCIATE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KELLY ELROD2023-10-12
0012021-01-01KELLY ELROD2022-10-12
0012020-01-01KELLY ELROD2021-10-14
0012019-01-01CHRIS MACK2020-10-13
0012018-01-01CHRIS MACK2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KIMBERLY OSGOOD
0012011-01-01KIMBERLY OSGOOD
0012010-01-01KIMBERLY OSGOOD
0012009-01-01KIMBERLY OSGOOD

Plan Statistics for MBO ASSOCIATE 401K PLAN

401k plan membership statisitcs for MBO ASSOCIATE 401K PLAN

Measure Date Value
2022: MBO ASSOCIATE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,039
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0164
Number of other retired or separated participants entitled to future benefits2022-01-01891
Total of all active and inactive participants2022-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01956
Number of participants with account balances2022-01-01956
2021: MBO ASSOCIATE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,141
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-0157
Number of other retired or separated participants entitled to future benefits2021-01-01980
Total of all active and inactive participants2021-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,039
Number of participants with account balances2021-01-011,038
2020: MBO ASSOCIATE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,246
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-011,119
Total of all active and inactive participants2020-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,141
Number of participants with account balances2020-01-011,141
2019: MBO ASSOCIATE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,360
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-011,179
Total of all active and inactive participants2019-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,246
Number of participants with account balances2019-01-011,246
2018: MBO ASSOCIATE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,494
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0165
Number of other retired or separated participants entitled to future benefits2018-01-011,295
Total of all active and inactive participants2018-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,360
Number of participants with account balances2018-01-011,360
2017: MBO ASSOCIATE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,921
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0161
Number of other retired or separated participants entitled to future benefits2017-01-011,433
Total of all active and inactive participants2017-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,494
Number of participants with account balances2017-01-011,494
2016: MBO ASSOCIATE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,592
Total number of active participants reported on line 7a of the Form 55002016-01-012,241
Number of retired or separated participants receiving benefits2016-01-0156
Number of other retired or separated participants entitled to future benefits2016-01-011,624
Total of all active and inactive participants2016-01-013,921
Total participants2016-01-013,921
Number of participants with account balances2016-01-011,680
2015: MBO ASSOCIATE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,357
Total number of active participants reported on line 7a of the Form 55002015-01-012,241
Number of retired or separated participants receiving benefits2015-01-0140
Number of other retired or separated participants entitled to future benefits2015-01-011,311
Total of all active and inactive participants2015-01-013,592
Total participants2015-01-013,592
Number of participants with account balances2015-01-012,187
2014: MBO ASSOCIATE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,054
Total number of active participants reported on line 7a of the Form 55002014-01-012,317
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-011,001
Total of all active and inactive participants2014-01-013,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013,357
Number of participants with account balances2014-01-011,893
2013: MBO ASSOCIATE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,731
Total number of active participants reported on line 7a of the Form 55002013-01-012,068
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-01961
Total of all active and inactive participants2013-01-013,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,054
Number of participants with account balances2013-01-011,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MBO ASSOCIATE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,133
Total number of active participants reported on line 7a of the Form 55002012-01-012,795
Number of retired or separated participants receiving benefits2012-01-0130
Number of other retired or separated participants entitled to future benefits2012-01-01905
Total of all active and inactive participants2012-01-013,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,731
Number of participants with account balances2012-01-012,036
2011: MBO ASSOCIATE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,663
Total number of active participants reported on line 7a of the Form 55002011-01-012,228
Number of retired or separated participants receiving benefits2011-01-0132
Number of other retired or separated participants entitled to future benefits2011-01-01872
Total of all active and inactive participants2011-01-013,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,133
Number of participants with account balances2011-01-011,873
2010: MBO ASSOCIATE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,049
Total number of active participants reported on line 7a of the Form 55002010-01-011,799
Number of retired or separated participants receiving benefits2010-01-0130
Number of other retired or separated participants entitled to future benefits2010-01-01834
Total of all active and inactive participants2010-01-012,663
Total participants2010-01-012,663
Number of participants with account balances2010-01-011,826
2009: MBO ASSOCIATE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,869
Total number of active participants reported on line 7a of the Form 55002009-01-011,203
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-01823
Total of all active and inactive participants2009-01-012,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,049
Number of participants with account balances2009-01-012,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MBO ASSOCIATE 401K PLAN

Measure Date Value
2022 : MBO ASSOCIATE 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,050,168
Total unrealized appreciation/depreciation of assets2022-12-31$-1,050,168
Total income from all sources (including contributions)2022-12-31$-14,446,272
Total of all expenses incurred2022-12-31$6,638,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,638,579
Value of total assets at end of year2022-12-31$66,764,513
Value of total assets at beginning of year2022-12-31$87,849,364
Total interest from all sources2022-12-31$1,224
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,905,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,905,298
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$27,021
Participant contributions at beginning of year2022-12-31$33,733
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,559,974
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,595,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,084,851
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,764,513
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,849,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,574,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,518,465
Interest on participant loans2022-12-31$1,224
Value of interest in common/collective trusts at end of year2022-12-31$5,602,883
Value of interest in common/collective trusts at beginning of year2022-12-31$6,702,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,369,565
Net investment gain or loss from common/collective trusts2022-12-31$66,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,638,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : MBO ASSOCIATE 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$165,120
Total unrealized appreciation/depreciation of assets2021-12-31$165,120
Total income from all sources (including contributions)2021-12-31$13,262,084
Total of all expenses incurred2021-12-31$12,069,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,009,811
Value of total assets at end of year2021-12-31$87,849,364
Value of total assets at beginning of year2021-12-31$86,656,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,662
Total interest from all sources2021-12-31$1,703
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,534,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,534,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$33,733
Participant contributions at beginning of year2021-12-31$41,512
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,595,155
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,538,658
Administrative expenses (other) incurred2021-12-31$59,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,192,611
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,849,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,656,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,518,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,853,314
Interest on participant loans2021-12-31$1,703
Value of interest in common/collective trusts at end of year2021-12-31$6,702,011
Value of interest in common/collective trusts at beginning of year2021-12-31$7,223,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,491,603
Net investment gain or loss from common/collective trusts2021-12-31$68,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,009,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2021-12-31131578842
2020 : MBO ASSOCIATE 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,105,229
Total unrealized appreciation/depreciation of assets2020-12-31$1,105,229
Total income from all sources (including contributions)2020-12-31$12,756,295
Total of all expenses incurred2020-12-31$8,564,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,512,315
Value of total assets at end of year2020-12-31$86,656,753
Value of total assets at beginning of year2020-12-31$82,465,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,447
Total interest from all sources2020-12-31$2,119
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,885,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,885,271
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$41,512
Participant contributions at beginning of year2020-12-31$61,421
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,538,658
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,418,112
Administrative expenses (other) incurred2020-12-31$52,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,191,533
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,656,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,465,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,853,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,551,376
Interest on participant loans2020-12-31$2,119
Value of interest in common/collective trusts at end of year2020-12-31$7,223,269
Value of interest in common/collective trusts at beginning of year2020-12-31$8,434,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,648,097
Net investment gain or loss from common/collective trusts2020-12-31$115,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,512,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2020-12-31131578842
2019 : MBO ASSOCIATE 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$837,309
Total unrealized appreciation/depreciation of assets2019-12-31$837,309
Total income from all sources (including contributions)2019-12-31$16,606,583
Total of all expenses incurred2019-12-31$9,910,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,852,446
Value of total assets at end of year2019-12-31$82,465,220
Value of total assets at beginning of year2019-12-31$75,768,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,628
Total interest from all sources2019-12-31$3,428
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,623,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,623,853
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$61,421
Participant contributions at beginning of year2019-12-31$100,227
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,418,112
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,413,408
Administrative expenses (other) incurred2019-12-31$57,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,696,509
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,465,220
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,768,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,551,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,411,474
Interest on participant loans2019-12-31$3,428
Value of interest in common/collective trusts at end of year2019-12-31$8,434,311
Value of interest in common/collective trusts at beginning of year2019-12-31$8,843,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,969,313
Net investment gain or loss from common/collective trusts2019-12-31$172,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,852,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2019-12-31131578842
2018 : MBO ASSOCIATE 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-335,238
Total unrealized appreciation/depreciation of assets2018-12-31$-335,238
Total income from all sources (including contributions)2018-12-31$-3,755,836
Total of all expenses incurred2018-12-31$8,949,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,886,043
Value of total assets at end of year2018-12-31$75,768,712
Value of total assets at beginning of year2018-12-31$88,474,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,702
Total interest from all sources2018-12-31$6,668
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,969,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,969,598
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$100,227
Participant contributions at beginning of year2018-12-31$209,321
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,413,408
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,988,754
Administrative expenses (other) incurred2018-12-31$63,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,705,581
Value of net assets at end of year (total assets less liabilities)2018-12-31$75,768,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$88,474,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,411,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,889,468
Interest on participant loans2018-12-31$6,668
Value of interest in common/collective trusts at end of year2018-12-31$8,843,602
Value of interest in common/collective trusts at beginning of year2018-12-31$8,386,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,534,542
Net investment gain or loss from common/collective trusts2018-12-31$137,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,886,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2018-12-31131578842
2017 : MBO ASSOCIATE 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$760,014
Total unrealized appreciation/depreciation of assets2017-12-31$760,014
Total income from all sources (including contributions)2017-12-31$14,340,012
Total of all expenses incurred2017-12-31$14,360,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,297,674
Value of total assets at end of year2017-12-31$88,474,293
Value of total assets at beginning of year2017-12-31$88,495,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,162
Total interest from all sources2017-12-31$10,856
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,772,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,772,917
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$209,321
Participant contributions at beginning of year2017-12-31$294,210
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,988,754
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,220,686
Administrative expenses (other) incurred2017-12-31$63,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-20,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$88,474,293
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$88,495,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$74,889,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,286,784
Interest on participant loans2017-12-31$10,856
Value of interest in common/collective trusts at end of year2017-12-31$8,386,750
Value of interest in common/collective trusts at beginning of year2017-12-31$9,693,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,719,531
Net investment gain or loss from common/collective trusts2017-12-31$76,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,297,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2017-12-31131578842
2016 : MBO ASSOCIATE 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,998,822
Total of all expenses incurred2016-12-31$27,653,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,565,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$88,495,117
Value of total assets at beginning of year2016-12-31$110,149,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,893
Total interest from all sources2016-12-31$22,724
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,891,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,891,158
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$294,210
Participant contributions at beginning of year2016-12-31$778,660
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$153,560
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,220,686
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,987,265
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$432,465
Administrative expenses (other) incurred2016-12-31$87,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-21,654,248
Value of net assets at end of year (total assets less liabilities)2016-12-31$88,495,117
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,149,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,286,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$90,759,310
Interest on participant loans2016-12-31$22,724
Value of interest in common/collective trusts at end of year2016-12-31$9,693,437
Value of interest in common/collective trusts at beginning of year2016-12-31$12,143,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,587,167
Net investment gain or loss from common/collective trusts2016-12-31$65,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$326,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,565,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2016-12-31131578842
2015 : MBO ASSOCIATE 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$13,840,436
Total of all expenses incurred2015-12-31$15,315,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,072,232
Expenses. Certain deemed distributions of participant loans2015-12-31$134,427
Value of total corrective distributions2015-12-31$11,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,457,010
Value of total assets at end of year2015-12-31$110,149,365
Value of total assets at beginning of year2015-12-31$111,623,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,978
Total interest from all sources2015-12-31$31,685
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-7,363,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-7,363,794
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,159,104
Participant contributions at end of year2015-12-31$778,660
Participant contributions at beginning of year2015-12-31$714,590
Participant contributions at end of year2015-12-31$153,560
Participant contributions at beginning of year2015-12-31$53,556
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,987,265
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,415,763
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$349,589
Other income not declared elsewhere2015-12-31$-2,438,298
Administrative expenses (other) incurred2015-12-31$96,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,474,627
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,149,365
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$111,623,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$90,759,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$89,320,523
Interest on participant loans2015-12-31$31,685
Value of interest in common/collective trusts at end of year2015-12-31$12,143,734
Value of interest in common/collective trusts at beginning of year2015-12-31$12,990,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,104,475
Net investment gain or loss from common/collective trusts2015-12-31$49,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,948,317
Employer contributions (assets) at end of year2015-12-31$326,836
Employer contributions (assets) at beginning of year2015-12-31$128,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,072,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2015-12-31131578842
2014 : MBO ASSOCIATE 401K PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$166,895
Total income from all sources (including contributions)2014-12-31$27,441,421
Total of all expenses incurred2014-12-31$12,391,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,311,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,576,407
Value of total assets at end of year2014-12-31$111,623,992
Value of total assets at beginning of year2014-12-31$96,407,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$80,167
Total interest from all sources2014-12-31$27,371
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,200,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,200,627
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$13,340
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$12,700
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,550,755
Participant contributions at end of year2014-12-31$714,590
Participant contributions at beginning of year2014-12-31$636,319
Participant contributions at end of year2014-12-31$53,556
Participant contributions at beginning of year2014-12-31$60,041
Assets. Other investments not covered elsewhere at end of year2014-12-31$765,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,768,592
Other income not declared elsewhere2014-12-31$1,754,169
Administrative expenses (other) incurred2014-12-31$80,167
Total non interest bearing cash at end of year2014-12-31$6,634
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,049,438
Value of net assets at end of year (total assets less liabilities)2014-12-31$111,623,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,407,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$89,777,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$78,415,099
Interest on participant loans2014-12-31$27,371
Value of interest in common/collective trusts at end of year2014-12-31$12,990,831
Value of interest in common/collective trusts at beginning of year2014-12-31$11,939,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,130,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,912,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,912,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-253,171
Net investment gain or loss from common/collective trusts2014-12-31$136,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,257,060
Employer contributions (assets) at end of year2014-12-31$128,729
Employer contributions (assets) at beginning of year2014-12-31$158,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,311,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,042,909
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,273,624
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2014-12-31131578842
2013 : MBO ASSOCIATE 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$30,758,328
Total of all expenses incurred2013-12-31$11,218,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,119,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,448,003
Value of total assets at end of year2013-12-31$96,407,659
Value of total assets at beginning of year2013-12-31$76,867,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,392
Total interest from all sources2013-12-31$25,249
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,643,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,643,655
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$12,700
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$18,030
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,521,201
Participant contributions at end of year2013-12-31$636,319
Participant contributions at beginning of year2013-12-31$599,742
Participant contributions at end of year2013-12-31$60,041
Participant contributions at beginning of year2013-12-31$82,916
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$951,495
Other income not declared elsewhere2013-12-31$838,857
Administrative expenses (other) incurred2013-12-31$99,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,539,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,407,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$76,867,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$78,415,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,298,447
Interest on participant loans2013-12-31$25,249
Income. Interest from loans (other than to participants)2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$11,939,219
Value of interest in common/collective trusts at beginning of year2013-12-31$11,790,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,912,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,129,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,129,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,833,333
Net investment gain or loss from common/collective trusts2013-12-31$-30,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,975,307
Employer contributions (assets) at end of year2013-12-31$158,115
Employer contributions (assets) at beginning of year2013-12-31$193,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,119,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,273,624
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,755,937
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : MBO ASSOCIATE 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$21,209
Total unrealized appreciation/depreciation of assets2012-12-31$21,209
Total income from all sources (including contributions)2012-12-31$23,427,198
Total loss/gain on sale of assets2012-12-31$76,618
Total of all expenses incurred2012-12-31$6,287,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,199,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,292,031
Value of total assets at end of year2012-12-31$76,867,966
Value of total assets at beginning of year2012-12-31$59,728,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,967
Total interest from all sources2012-12-31$28,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,906,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,881,504
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$18,030
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$5,288
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,673,443
Participant contributions at end of year2012-12-31$599,742
Participant contributions at beginning of year2012-12-31$654,085
Participant contributions at end of year2012-12-31$82,916
Participant contributions at beginning of year2012-12-31$206,749
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,105,085
Administrative expenses (other) incurred2012-12-31$87,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,139,729
Value of net assets at end of year (total assets less liabilities)2012-12-31$76,867,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,728,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,298,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,427,801
Income. Interest from loans (other than to participants)2012-12-31$27,871
Value of interest in common/collective trusts at end of year2012-12-31$11,790,758
Value of interest in common/collective trusts at beginning of year2012-12-31$9,921,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,129,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$789,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$789,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,869,706
Net investment gain or loss from common/collective trusts2012-12-31$232,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,513,503
Employer contributions (assets) at end of year2012-12-31$193,102
Employer contributions (assets) at beginning of year2012-12-31$511,152
Income. Dividends from preferred stock2012-12-31$375
Income. Dividends from common stock2012-12-31$24,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,199,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,755,937
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,211,917
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,498,886
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,422,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : MBO ASSOCIATE 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$12,973,778
Total of all expenses incurred2011-12-31$6,644,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,535,947
Expenses. Certain deemed distributions of participant loans2011-12-31$13,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,254,071
Value of total assets at end of year2011-12-31$59,728,237
Value of total assets at beginning of year2011-12-31$53,399,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95,105
Total interest from all sources2011-12-31$22,342
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,431,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,431,009
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$5,288
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$26,959
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,871,087
Participant contributions at end of year2011-12-31$654,085
Participant contributions at beginning of year2011-12-31$504,354
Participant contributions at end of year2011-12-31$206,749
Participant contributions at beginning of year2011-12-31$149,652
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$394,185
Administrative expenses (other) incurred2011-12-31$95,105
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$5,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,328,873
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,728,237
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,399,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,427,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,477,260
Income. Interest from loans (other than to participants)2011-12-31$22,342
Value of interest in common/collective trusts at end of year2011-12-31$9,921,283
Value of interest in common/collective trusts at beginning of year2011-12-31$8,246,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$789,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$296,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$296,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,037,204
Net investment gain or loss from common/collective trusts2011-12-31$303,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,988,799
Employer contributions (assets) at end of year2011-12-31$511,152
Employer contributions (assets) at beginning of year2011-12-31$336,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,535,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,211,917
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,355,440
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2011-12-31131578842
2010 : MBO ASSOCIATE 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$16,358,968
Total of all expenses incurred2010-12-31$5,173,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,068,569
Expenses. Certain deemed distributions of participant loans2010-12-31$18,069
Value of total corrective distributions2010-12-31$483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,323,232
Value of total assets at end of year2010-12-31$53,399,364
Value of total assets at beginning of year2010-12-31$42,214,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$86,809
Total interest from all sources2010-12-31$22,572
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$747,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$747,897
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$26,959
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$9,814
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,905,130
Participant contributions at end of year2010-12-31$504,354
Participant contributions at beginning of year2010-12-31$507,401
Participant contributions at end of year2010-12-31$149,652
Participant contributions at beginning of year2010-12-31$127,251
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$252,717
Administrative expenses (other) incurred2010-12-31$86,809
Total non interest bearing cash at end of year2010-12-31$5,549
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,185,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,399,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,214,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,477,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,022,396
Income. Interest from loans (other than to participants)2010-12-31$22,572
Value of interest in common/collective trusts at end of year2010-12-31$8,246,933
Value of interest in common/collective trusts at beginning of year2010-12-31$7,651,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$296,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$617,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$617,346
Asset value of US Government securities at beginning of year2010-12-31$43,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,971,900
Net investment gain or loss from common/collective trusts2010-12-31$293,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,165,385
Employer contributions (assets) at end of year2010-12-31$336,638
Employer contributions (assets) at beginning of year2010-12-31$424,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,068,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,355,440
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$810,265
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2010-12-31131578842
2009 : MBO ASSOCIATE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MBO ASSOCIATE 401K PLAN

2022: MBO ASSOCIATE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MBO ASSOCIATE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MBO ASSOCIATE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MBO ASSOCIATE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MBO ASSOCIATE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MBO ASSOCIATE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MBO ASSOCIATE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MBO ASSOCIATE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MBO ASSOCIATE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MBO ASSOCIATE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MBO ASSOCIATE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MBO ASSOCIATE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MBO ASSOCIATE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MBO ASSOCIATE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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